TechTalk

Expert commentary and analysis on market developments. Plus guidance on identifying planning opportunities.

In this techtalk

See how your business could benefit as our Financial Planning team
look at a range of topics on retirement planning and protection.

Weighing scales, value vs price

VALUE FOR MONEY

The DWP, FCA and TPR are proposing a Value for Money framework covering all types of defined contribution pensions. We take a detailed look.

PENSION TRANSFERS & INHERITANCE TAX

We explain the IHT rules for pension transfers made while a member is in severe ill-health.

THE TAPERED ANNUAL ALLOWANCE TAX CALCULATION

Understanding adjusted income and threshold income is key to understanding the tapered annual allowance – one of the most complex restrictions to pension funding.

40 YEARS OF CRITICAL ILLNESS INSURANCE

Critical illness insurance is 40. We take a look back at how it has evolved and the importance of helping clients understand their critical illness needs as prevalence and survival rates increase.

THE VALUE OF UNDERWRITTEN ANNUITIES

We explain the importance of fully underwriting annuities to help secure a good outcome for clients.

SICK PAY & WORKPLACE PENSIONS

We look at and explain workplace pension contributions during periods when employees receive SSP and/or occupational sick pay.

POWERS OF ATTORNEY & VULNERABLE CUSTOMERS

We explain powers of attorney, the court-appointed alternatives and financial planning for vulnerable customers.

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THE EXPERT SERIES

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